One platform, everything you need.
Ningi replaces your entire tool stack with a single, AI-powered workspace built for financial advisers.
Back Office
Fact finds, workflows, income reconciliation, reporting — all in one place. Designed specifically for financial advisers, Ningi cuts out the noise and simplifies your day-to-day.
Explore Ningi Back Office
Ningi AI
Our AI tools transcribe your meetings, write reports, summarise compliance points, and make admin a thing of the past. Fully integrated, fast, and built to keep your firm compliant.
Explore Ningi AI
Marketing
Capture leads, run email journeys, and onboard clients — all without leaving Ningi. Comes with your own branded website, client portal, and automation tools baked in.
Explore MarketingExplore more capabilities
Ningi isn't just a back office. Dive deeper into the features that make it the complete workspace for financial advice.
Client Portal
A branded, white-label portal for secure messaging, document sharing, and digital onboarding — fully integrated with your back office.
Explore Client PortalCompliance
AI-assisted compliance tools that help you check client files, flag gaps, and stay aligned with Consumer Duty requirements.
Explore ComplianceIntegrations
Connected to Fundment, Transact, AJ Bell, Parmenion, and more. Automatic valuation feeds with zero manual re-entry.
Explore IntegrationsComing Soon
Marketing calculators, email campaigns, robo-advice, research tools, and cashflow modelling — see what we're building next.
View RoadmapThe Platform
Six modules. One workspace.
Every module works together seamlessly — no integrations to manage, no data to sync, no context switching.
See it all in action
See why advisers are switching to the workspace that replaces their entire tool stack.